CA

Crewe Advisors Portfolio holdings

AUM $1.13B
1-Year Est. Return 29.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$492M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$7.42M
3
+$5.89M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.67M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.5M

Top Sells

1
+$891K
2
+$763K
3
+$460K
4
TSLA icon
Tesla
TSLA
+$261K
5
PGX icon
Invesco Preferred ETF
PGX
+$257K

Sector Composition

1 Healthcare 27.1%
2 Technology 4.61%
3 Energy 3%
4 Financials 2.87%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$23K ﹤0.01%
112
252
$22K ﹤0.01%
100
+90
253
$22K ﹤0.01%
55
+10
254
$22K ﹤0.01%
470
+170
255
$21K ﹤0.01%
1,155
256
$21K ﹤0.01%
284
+100
257
$21K ﹤0.01%
100
258
$21K ﹤0.01%
175
+75
259
$21K ﹤0.01%
1,010
+500
260
$20K ﹤0.01%
+100
261
$20K ﹤0.01%
200
-50
262
$20K ﹤0.01%
65
+33
263
$19K ﹤0.01%
596
264
$19K ﹤0.01%
15
-2
265
$18K ﹤0.01%
+384
266
$18K ﹤0.01%
100
267
$18K ﹤0.01%
500
268
$18K ﹤0.01%
295
+249
269
$18K ﹤0.01%
350
270
$17K ﹤0.01%
28
271
$17K ﹤0.01%
+1,710
272
$17K ﹤0.01%
+300
273
$17K ﹤0.01%
20
+15
274
$17K ﹤0.01%
159
275
$17K ﹤0.01%
372
9 10
11
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